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The 3-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk over the past three years. As of today (2026-09-01), CAles Holdings's 3-Year Sortino Ratio is 30.08.
CAles Holdings (BOT:CAS) 3-Year Sortino Ratio Explanation
The 3-Year Sortino Ratio inidicates the risk-adjusted return of an investment over the past three year. It is calculated as the annualized result of the average three-year monthly excess returns divided by the standard deviation of negative returns in the three-year period. The monthly excess return is the monthly investment return minus the monthly risk-free rate (typically the 10-year Treasury Constant Maturity Rate). If the risk-free rate for a specific region is not available, U.S. data is used by default.
Differnt from the Sharpe Ratio that penalizes both upside and downside volatility equally, the Sortino Ratio penalizes only those returns falling below a user-specified target or required rate of return. The expected returns here is set to the risk-free rate as well.
CAles Holdings 3-Year Sortino Ratio Related Terms
BOT:CAS vs CTAS, CPRT, GPN: 3-Year Sortino Ratio Comparison
For the Specialty Business Services subindustry, CAles Holdings's 3-Year Sortino Ratio, along with its competitors' market caps and 3-Year Sortino Ratio data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
CAles Holdings 3-Year Sortino Ratio vs Business Services Industry
For the Business Services industry and Industrials sector, CAles Holdings's 3-Year Sortino Ratio distribution charts can be found below:
* The bar in red indicates where CAles Holdings's 3-Year Sortino Ratio falls into.
The 3-Year Sortino Ratio measures the risk-adjusted return of an investment asset or portfolio in the last three year, focusing specifically on downside risk rather than total risk. A stock / portfolio's 3-Year Sortino Ratio can be calculated by dividing the difference between the three-year average monthly returns of the investment and the risk-free rate, by the standard deviation of the downside risks over the past three year.
A downside risk is a potential loss from the asset or investment. The Downside risk here is measured by the downside deviation, which is the standard deviation of negative returns.
CAles Holdings (BOT:CAS) has a 3-Year Sortino Ratio of 30.08 as of Sep. 01, 2026. 3-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk over the past three years. View historical data for CAles Holdings and its competitors.
Is CAles Holdings' 3-Year Sortino Ratio too high?
CAles Holdings' current 3-Year Sortino Ratio is 30.08. Overall, CAles Holdings has a GF Score™ of 100/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does CAles Holdings' 3-Year Sortino Ratio compare to CTAS and CPRT?
CAles Holdings' 3-Year Sortino Ratio of 30.08 can be compared against companies in the Business Services industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year Sortino Ratio for a Business Services company?
A good 3-Year Sortino Ratio depends on the Business Services industry context. However, 3-Year Sortino Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year Sortino Ratio mean?
A high 3-Year Sortino Ratio can signal that a stock is expensive relative to its fundamentals. 3-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk over the past three years. View historical data for CAles Holdings and its competitors. CAles Holdings's current 3-Year Sortino Ratio is 30.08. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is CAles Holdings stock overvalued right now?
Based on GuruFocus' analysis, CAles Holdings (BOT:CAS) is currently considered Modestly Undervalued. The stock's GF Value™ is BWP16.34, compared to a current price of BWP14.15 — trading 13.4% below its estimated fair value. The current 3-Year Sortino Ratio is 30.08. CAles Holdings' overall GF Score™ is 100/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year Sortino Ratio calculated?
3-Year Sortino Ratio is calculated from a company's financial statements. For CAles Holdings (BOT:CAS), the current 3-Year Sortino Ratio is 30.08 as of Sep. 01, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is CAles Holdings (BOT:CAS) Overvalued in 2026?
Based on GuruFocus' analysis, CAles Holdings stock appears to be undervalued.
The current stock price of BWP14.15 is trading 13.4% below its estimated GF Value™ of BWP16.34.
GuruFocus considers CAles Holdings to be Modestly Undervalued.
Key valuation signals for BOT:CAS:
3-Year Sortino Ratio: 30.08
GF Value™: BWP16.34 vs. price of BWP14.15 (13.4% below fair value)
No single metric tells the full story. See the BOT:CAS stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
CA Sales Holdings Ltd operates within the Fast-Moving Consumer Goods industry and delivers services to blue-chip manufacturers. The services include warehousing and distribution, retail execution and advisory, retail support, training, and technology and data solutions. The company's geographical presence across Southern Africa operates in Botswana, Eswatini, Lesotho, Namibia, South Africa, and other countries. The company generates maximum revenue from the Botswana region.
100GF Score
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